Lori Van Dusen stepped away from the brokerage environment three years ago when she left CitiGroup Smith Barney to join the institutional group at Convergent Wealth Advisors.
Now, thanks to backing from New York-based Focus Financial Partners, Van Dusen has launching LVW Advisors and is completely independent. The RIA firm will focus on developing comprehensive wealth plans for high-net-worth individuals and family offices, and custom investment management solutions for institutional investors, it announced this week. LVW Advisors will also be a member of New York-based Focus Financial Partners network of firms.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access